China's New Semiconductor Thrust - Part 1: Why and How?
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
631 Views
Last Week in Event SPACE: Nissan, Naspers, Lynas, Xenith, Versum, Scout24, PCCW
Last Week in Event SPACE ... The fog lifts, slowly, on Nissan Motor (7201 JP), but merger talks will have to wait until the company gets its...
515 Views
Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
600 Views
Samsung Electronics Voluntary Red Flag on 1Q Earnings
SamE voluntarily red flagged its 1Q19 earnings even before 1Q ends. SamE mentioned two things: 1. Falling memory chip prices and 2. slowing demand...
609 Views
SEC 47k Rejection Targets Base Case Support
Samsung Electronics (005930 KS) met our rally target outlined in 28 January insight SEC and SK Hynix Breakouts at 70.3k. In that insight we...
552 Views